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CFP Board in the News

Personal Finance: How to Handle Social Security Windfall

Jan 16, 2011

[Eleanor] Blayney[, CFP®, consumer advocate for the national Certified Financial Planner Board of Standards Inc.] urges consumers to plow this year's extra money into a savings or retirement account to bulk up for the future.

"We all need to be more self-reliant about our retirement. If you haven't maxed out your 401(k) contribution, use that extra $40 a paycheck. Or consider a Roth or regular IRA." Or set up an automatic transfer of that extra 2 percent into a money market, savings or brokerage account. While the extra may not make "a huge difference paycheck to paycheck, it could make a difference for you on an annual basis," she said.
Read more >

Sacramento Bee
Claudia Buck
January 16, 2011
Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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